-0.3%
HRB vs BAM
-8.8%
+8.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.1% |
| 7D | -5.7% | -2.0% | -3.7% | -5.4% |
| 30D | +7.9% | -2.9% | +10.8% | +8.1% |
| 3M | +32.1% | +9.4% | +22.7% | +30.4% |
| 6M | +62.2% | +10.8% | +51.5% | +59.4% |
| YTD | +16.4% | -0.4% | +16.8% | +16.8% |
| 1Y | -0.3% | -10.9% | +10.6% | -1.5% |
| All | -0.3% | -8.8% | +8.6% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling